Trust and Estate Accounting Services

At Advisors Management Group, our team of experienced professionals are experienced in all aspects and issues that are unique to trusts and estates. Our skilled advice is backed up by practical experience and insight to ensure that you, as an executor or trustee, are fulfilling your fiduciary duties in regard to appropriate accounting procedures. We can review estate and trust documents to confirm they are being managed properly and assets are properly accounted for.

We can prepare accounting paperwork for you even if you are already working with an attorney to handle the administration of the estate or trust. We will work closely with your attorney to ensure that your estate or trust is being managed in a way that is most appropriate for your own unique circumstances.

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Important Disclosures: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. Advisors Management Group, Inc., is a SEC registered investment adviser whose principal office is located in Wisconsin.

All clients are advised that it remains their responsibility to advise their Financial Advisor or Advisors Management Group, Inc., of any changes in their investment objectives and/or financial situation. This website is a publication of Advisors Management Group, Inc. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.